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United Parcel Service
UPS

Overview Fund Activity

1,956 hedge funds and large institutions have $84B invested in United Parcel Service in 2021 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 817 increasing their positions, 731 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,956
Holders Change
+22
Holders Change %
+1.14%
% of All Funds
34.44%
Holding in Top 10
68
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15%
% of All Funds
1.2%
New
153
Increased
817
Reduced
731
Closed
115
Calls
$2.51B
Puts
$1.97B
Net Calls
+$539M
Net Calls Change
+$212M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$978M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$862M
3
Ameriprise
Ameriprise
Minnesota
+$291M
4
BlackRock
BlackRock
New York
+$287M
5
Invesco
Invesco
Georgia
+$239M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$985M
2
Charles Schwab
Charles Schwab
California
-$647M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$575M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$293M
5
Franklin Resources
Franklin Resources
California
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
401
WesBanco Bank
West Virginia
$10.5M +$10.5M +61,920 New
IIM
402
Intact Investment Management
Quebec, Canada
$10.5M +$374K +2,200 +4%
CIP
403
Chartwell Investment Partners
Pennsylvania
$10.4M +$186K +1,093 +2%
CC
404
Carlson Capital
Texas
$10.4M -$7.5M -44,141 -42%
Mercer Global Advisors
405
Mercer Global Advisors
Colorado
$10.4M +$4.17M +24,519 +67%
CM
406
Churchill Management
California
$10.4M -$554K -3,259 -5%
LDB
407
Lee, Danner & Bass
Tennessee
$10.3M +$700K +4,120 +7%
ANI
408
American National Insurance
Texas
$10.3M -$8.5K -50 -0.1%
Fisher Asset Management
409
Fisher Asset Management
Washington
$10.3M -$581K -3,420 -5%
VIP
410
Vantage Investment Partners
Missouri
$10.3M +$91.8K +540 +0.9%
VRS
411
Virginia Retirement Systems
Virginia
$10.3M – – –
AI
412
Atria Investments
North Carolina
$10.2M +$730K +4,296 +8%
LW
413
Linscomb Wealth
Texas
$10.2M +$138K +809 +1%
MAM
414
Mastrapasqua Asset Management
Tennessee
$10.2M +$571K +3,360 +6%
NB
415
Norinchukin Bank
Japan
$10.2M +$223K +1,312 +2%
CK
416
Cohen Klingenstein
New York
$10.2M – – –
SIC
417
Sigma Investment Counselors
Michigan
$10.1M – – –
Berkshire Hathaway
418
Berkshire Hathaway
Nebraska
$10.1M – – –
GC
419
Gilbert & Cook
Iowa
$10M -$510K -3,000 -5%
FBP
420
Flippin Bruce & Porter
Virginia
$10M -$292K -1,718 -3%
CCT
421
Country Club Trust
Missouri
$9.88M -$36.6K -217 -0.4%
T
422
TOBAM
France
$9.88M +$1.62M +9,534 +20%
KA
423
KLCM Advisors
Wisconsin
$9.81M -$652K -3,838 -6%
BFG
424
Beacon Financial Group
Texas
$9.74M – – –
CFB
425
Cullen/Frost Bankers
Texas
$9.72M +$413K +2,428 +4%
15 16
17
18 19